Equinox Version 9.0.3 was made available for release from 7 April 2021.
New Features
| System Area | New Feature | Description | Contact Support to Use |
| Client Access | Applicant/Inventor Login | Client Access accounts can be associated with Applicants/Inventors as well as cases & contacts | |
| Finance | Copy Charge Preference | Preference to remove time value when copying charges | |
| Outgoing Correspondence | Overrides | Client specific overrides for outgoing correspondence. | |
| Reporting | Mark or Short Title Column | Report column that displays the image or the short title if there is no image |
Permissions Updates
| System Area | Permissions Update |
| Reports | "Other users" reports hidden for users without correct permission level |
| Budgets | Added permissions layer to Budgets |
| Address Book | Added permissions layer to organisation commentary |
Improvements
| System Area | Improvement | Contact Support to Use |
| Incoming Correspondence | IC wording updated to be clearer about number of matters that can be added | |
| User Admin | Can set legal entity on user creation | |
| Register Links | Updates to UKIPO register links | |
| Bulk Update | Improved date handling of closing/opening cases via bulk update | |
| Reports | Report columns added for organisation default users | |
| Bulk Update | Improved handling of key contacts when not using outgoing correspondence bulk update | |
| Dashboard | Added additional number formats to Report Count Widgets | |
| Expressions | Legacy (extra) custom fields now available in expressions | |
| Goods & Classes | Updated goods & classes wording | |
| Renewals | Applicant/organisation overrides of renewals responsibility | |
| Reports | Task parent columns added to report generator |
Fixes
| System Area | Fix |
| Incoming Correspondence | Fixed clear filter button on IC |
| Workflows | Removed "matters with outstanding preset prompts" for subscribers with workflows |
| Documents | Comments/notes balloon on the documents tab of a case |
| Reports | Family status report now looks at previous year |
| Documents | Filenote retains its addendum on update |
| Mergecodes | Fixed #MATTERASSOCIATE# mergecode |
| Finance | Resolved issue with billguides with the number 0 |
| Scheduled Invoicing | Display of user names in scheduled invoicing settings |
| Client Access | Client Access template users preserve "billed charges" setting for new users |
| Documents | Documents download with correct name from Chrome PDF previewer |
| Documents | Documents with comma in the name download correctly from Chrome |